/Wheat

2015 Crop Year Results

June 23rd, 2016|Categories: Barley, Canola, Durum, Field Peas, Flax, General, Lentils, Oats, Wheat|

You may or may not know that other than the client specific recommendations I also track the generally strategy and literal sales that I would make if it were my farm. I track 8 crops. I not only use this as a report card, but to really gut check the recommendations I make. I also [...]

StatsCan Data

April 21st, 2016|Categories: Barley, Canola, Durum, Field Peas, Flax, Lentils, Oats, Wheat|

I will be revising my full 2016/17 Supply and Demand tables but here is your raw data. I could not be happier with how we are positioned with this data now on the table. If you have been following recommendations I hope this is reassuring and takes a little stress off as you put your [...]

Flat Markets. Currency comparisons are big influence.

November 6th, 2015|Categories: Barley, Canola, Corn, Durum, Field Peas, Flax, Lentils, Oats, Soybeans, Wheat|

Grain price standoff continues. USDA will be out next week (Nov 10) with an updated WASDE report, no big changes are expected, Corn, Soybean, and Wheat markets all look to be going in with a fairly neutral bias (bearish assumptions priced in). This does set up the possibility of a fast move in either direction [...]

It is ok not to sell

September 24th, 2015|Categories: Barley, Canola, Corn, Durum, Field Peas, Flax, Lentils, Oats, Soybeans, Wheat|

I have been pretty quiet the past few weeks. For some of you (Wheat and Canola guys) it may feel like a long time since action has been taken. When and how active is specific to each of you, your crop mix, your risk tolerance, shipping needs, and the contracts you already have in place. [...]

El Nino – What will impact be on grain markets?

September 10th, 2015|Categories: Barley, Canola, Corn, Durum, Field Peas, Flax, General, Lentils, Oats, Soybeans, Wheat|

I have been asked this question several times now, and it is something that is mentioned in many commentaries. For the most part it is brought up as an unknown, but some are painting it as a bullish savior of grain prices. This is something that is so infrequent that impacts are hard to study. [...]

Buy Out or buy back in with Call Options?

June 25th, 2015|Categories: Canola, Corn, Durum, Field Peas, Flax, Lentils, Soybeans, Wheat|

Hey everybody, sorry for being so quiet this week. We are down to cleaning and our last load of our move, by this time next week we will be settled in and I will be able to refocus. I will start today with a brief disclaimer for those specialty, cash crop, pulse, or durum growers. [...]

What does it cost to roll a contract?

June 16th, 2015|Categories: Wheat|

I have had this conversation several times over the past week. Many of you are holding old crop Spring Wheat contracts that were (might still be) priced against the July Futures contract. In most cases we intentionally set these contracts up this way with the expectation that we would price them out into any sort [...]

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